Table of Contents
Attach files to Documents #

You can attach IMAGES or PDF files to a document. This can be useful for a range of situations such as storing signatures, banking slips, agreements or other manually written documents.
Note: PDF pages will automatically get converted to IMAGES.

  1. Click to attach a file to the opened document
  2. Double Click the thumbnail for more options
  3. Smart-Rename will update the filename to the format {AccountNo}_{ID}_{Date}
  4. Right Click allows you to Load an existing image or Edit (in our image above, it’s rotation is incorrect and zoomed out)
  5. Shows a range of imaging tools for Crop, Desaturate (make Black/White), Adjust Colors, Mirror, Rotate. Our screenshot shows how this image was ‘fixed’

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